Aris Wealth Services’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Aris Wealth Services’s Portfolio FBGX Stock Details FBGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-414	Closed	-$50K	–	511
2015 Q2	$50K	Buy	+414	New	+$52K	0.05%	214

Other funds holding FBGX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Aris Wealth Services's FBGX Position: Q3 2015 in Review

Aris Wealth Services sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q3 2015, closing a stake of 414 shares — an estimated $50K sold.

Aris Wealth Services first reported a position in FBGX in Q2 2015 and held it in 1 quarter. The position peaked at $50K in Q2 2015. 8 funds tracked by Wall St. Rank hold FBGX as of Q3 2015.

Aris Wealth Services reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 414 UBS AG FI Enhanced Large Cap Growth ETN shares in Q3 2015, an estimated $50K.
Aris Wealth Services first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q2 2015 and held it in 1 quarter.
Aris Wealth Services's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $50K in Q2 2015.
8 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.